Osaic
The Operations Processing Specialist at Osaic is responsible for the accurate and timely processing of routine and complex transactions related to life events, such as beneficiary claims, account openings, and asset movements within brokerage operations. This role requires acting as a subject matter expert, collaborating with clearing firms and financial professionals, and providing backup support to team members. The position demands strong attention to detail, analytical skills, and the ability to thrive in a fast-paced environment.
Headquarters
Scottsdale, Arizona, United States
Company Size
1001-5000 employees
Founded
2016
Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Osaic.
Osaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
2 weeks ago